Legal Advantage Investments’s McDonald's MCD Stock Holding History

Legal Advantage Investments’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-900	Closed	-$254K	–	103
2024 Q1	$254K	Sell	900 -100	-10%	-$29.1K	0.14%	95
2023 Q4	$297K	Hold	1,000	–	–	0.18%	87
2023 Q3	$263K	Hold	1,000	–	–	0.19%	82
2023 Q2	$298K	Hold	1,000	–	–	0.2%	84
2023 Q1	$280K	Hold	1,000	–	–	0.21%	86
2022 Q4	$264K	Hold	1,000	–	–	0.22%	79
2022 Q3	$231K	Buy	+1,000	New	+$256K	0.22%	78

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legal Advantage Investments's MCD Position: Q2 2024 in Review

Legal Advantage Investments sold out of McDonald's (MCD) in Q2 2024, closing a stake of 900 shares — an estimated $254K sold.

Legal Advantage Investments first reported a position in MCD in Q3 2022 and held it in 7 quarters. The position peaked at $298K in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Legal Advantage Investments reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Legal Advantage Investments sold 900 McDonald's shares in Q2 2024, an estimated $254K.
Legal Advantage Investments first reported a position in McDonald's in Q3 2022 and held it in 7 quarters.
Legal Advantage Investments's McDonald's position peaked at $298K in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Legal Advantage Investments's 13F filing for Q2 2024, filed 11 Jul 2024.